Analysis and Opinions about AA-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 21, 2012
If he's going to own resources, he would rather only those that China really needs such as copper, coking coal, iron ore and oil. Not very cheap on a valuation basis either. Stinky balance sheet.
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Alcoa (AA-N)
February 21, 2012
If he's going to own resources, he would rather only those that China really needs such as copper, coking coal, iron ore and oil. Not very cheap on a valuation basis either. Stinky balance sheet.
COMMENT
COMMENT
January 13, 2012
(Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether.
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Alcoa (AA-N)
January 13, 2012
(Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether.
DON'T BUY
DON'T BUY
January 9, 2012
Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent.
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Alcoa (AA-N)
January 9, 2012
Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent.
COMMENT
COMMENT
January 6, 2012
They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts.
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Alcoa (AA-N)
January 6, 2012
They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts.
WAIT
WAIT
December 30, 2011
One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming.
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Alcoa (AA-N)
December 30, 2011
One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming.
DON'T BUY
DON'T BUY
December 14, 2011
2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply.
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Alcoa (AA-N)
December 14, 2011
2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply.
DON'T BUY
DON'T BUY
December 12, 2011
Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward.
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Alcoa (AA-N)
December 12, 2011
Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward.
DON'T BUY
DON'T BUY
November 22, 2011
Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend.
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Alcoa (AA-N)
November 22, 2011
Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend.
TOP PICK
TOP PICK
November 1, 2011
Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out.
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Alcoa (AA-N)
November 1, 2011
Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out.
SELL
SELL
October 21, 2011
He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins.
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Alcoa (AA-N)
October 21, 2011
He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins.
DON'T BUY
DON'T BUY
October 19, 2011
A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China.
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Alcoa (AA-N)
October 19, 2011
A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China.
DON'T BUY
DON'T BUY
October 14, 2011
Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels.
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Alcoa (AA-N)
October 14, 2011
Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels.
DON'T BUY
DON'T BUY
August 9, 2011
There could be bad news on the horizon still. Prefers BHP.
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Alcoa (AA-N)
August 9, 2011
There could be bad news on the horizon still. Prefers BHP.
DON'T BUY
DON'T BUY
July 22, 2011
Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock.
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Alcoa (AA-N)
July 22, 2011
Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock.
DON'T BUY
DON'T BUY
July 7, 2011
Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada.
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Alcoa (AA-N)
July 7, 2011
Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada.
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